CRD: 152590
Avondale Wealth Management LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-26-2010
- Office Locations
- 1
Office Locations
About Avondale Wealth Management LLC
Avondale Wealth Management LLC is a West Lake Hills, TX RIA serving retail and institutional clients including business owners, entrepreneurs and athletes. The team delivers financial planning (tax, estate, insurance and retirement) alongside portfolio construction using a core ETF allocation complemented by mutual funds, fixed income and select alternatives such as real estate and private funds. Custody includes Fidelity/NFS; alts via iCapital.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JUSTIN COY JACOBS
Chief Executive Officer, FOUNDER
- CRD
- #4268827
- Ownership
- 75% or more
JOANNE Gonzales BURKS
Chief Compliance Officer
- CRD
- #6872116
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Aaron Richard Haase
Client Service Associate
- CRD
- #8287479
Trevin David Harris
Financial Advisor
- CRD
- #7973237
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,278,610 | $643,164 |
| Non-Discretionary | $42,438,380 | $252,609 |
| Total | $326,716,990 | $535,602 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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